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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,081 | $123,155-65.0% | $108,753-60.4% | $155,188-72.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 3.95% | 44.73%-40.8pp | 37.47%-33.5pp | 148.84%-144.9pp |
| Employer contribution / active EE | $6,139 | $2,811+118.4% | $2,427+153.0% | $4,248+44.5% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,320-99.9% | $14,480-99.9% |